PIEDMONT EDUCATIONAL FOUNDATION INC

EIN: 566061289 501(c)(3)

HICKORY, NC

Total Revenue
$570,065
Total Expenses
$474,496
Total Assets
$458,545
Net Assets
$457,071
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1946
Legal Domicile
NC
Principal Officer
RYAN EDWARDS
Phone
8283227550
Tax Period
2017-06-01 to 2018-05-31

PIEDMONT EDUCATIONAL FOUNDATION INC, founded in 1946, is a small nonprofit that reported $570K in total revenue in fiscal year 2017. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $96K, a strong 17% operating margin.

Mission

TO SOLICIT DONATIONS THROUGH MEMBERSHIPS AND FUNDRAISERS FOR THE BENEFIT OF LENOIR-RHYNE UNIVERSITY ATHLETIC SCHOLARSHIPS AND PROGRAM SUPPORT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $401,681
Program Service Revenue $36,880
Investment Income $12,490
Other Revenue $119,014
TOTAL REVENUE $570,065

Expense Breakdown

Grants Paid $199,710
Salaries & Benefits $120,965
Fundraising Expenses $171,722
Program Expenses $288,283
Other Expenses $153,821
TOTAL EXPENSES $474,496

Year-over-Year Comparison

2017 2016 Change
Revenue $570,065 $608,698 -0.1%
Expenses $474,496 $1,110,717 -0.6%
Net Income $95,569 $-502,019 -1.2%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
38
Independent Members
34
Employees
2
Volunteers
49

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$644,330
Total Directors
38
$451,097
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RYAN EDWARDS PRESIDENT 1.00
Officer Director
$0 $0 $0
BOB FINCHER VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
JASON PORTER TREASURER 1.00
Officer Director
$0 $0 $0
BEN BUNDY IMMEDIATE PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
TERRI LIVINGSTON MANAGING DIRECTOR 1.00
Officer Director
$54,104 $18,682 $72,786
BLAIR CODY III TRUSTEE 1.00
Director
$0 $0 $0
BRENDAN MURPHY TRUSTEE 1.00
Director
$0 $0 $0
BUSTER MANN TRUSTEE 1.00
Director
$0 $0 $0
CAROLYN MORETZ TRUSTEE 1.00
Director
$0 $0 $0
CINDY CHAPPELL TRUSTEE 1.00
Director
$0 $0 $0
DANIEL BRITTAIN TRUSTEE 1.00
Director
$0 $0 $0
DAVE ROBERTSON TRUSTEE 1.00
Director
$0 $0 $0
DAVID BLACK TRUSTEE 1.00
Director
$0 $0 $0
DAVID MITCHELL TRUSTEE 1.00
Director
$0 $0 $0
ED BYRD TRUSTEE 1.00
Director
$0 $0 $0
FRED BROWN TRUSTEE 1.00
Director
$0 $0 $0
INGRID SMITH TRUSTEE 1.00
Director
$0 $0 $0
JAMEIL SURRATT TRUSTEE 1.00
Director
$0 $0 $0
JOHN MORETZ TRUSTEE 1.00
Director
$0 $0 $0
JON SWIFT TRUSTEE 1.00
Director
$0 $0 $0
LESLIE KENWORTHY TRUSTEE 1.00
Director
$0 $0 $0
LINDA WATTS TRUSTEE 1.00
Director
$0 $0 $0
MARCELLENA TEAGUE TRUSTEE 1.00
Director
$0 $0 $0
MARVIN EVERETT TRUSTEE 1.00
Director
$0 $0 $0
MATT WINTERS TRUSTEE 1.00
Director
$0 $0 $0
NOAH GEOGHEGAN TRUSTEE 1.00
Director
$0 $0 $0
PEDIE KING TRUSTEE 1.00
Director
$0 $0 $0
PERRELL BESS TRUSTEE 1.00
Director
$0 $0 $0
RHETT DURHAM TRUSTEE 1.00
Director
$0 $0 $0
ROGER MAXEY TRUSTEE 1.00
Director
$0 $0 $0
ROGER YOUNG TRUSTEE 1.00
Director
$0 $0 $0
ROSS PENLAND TRUSTEE 1.00
Director
$0 $0 $0
SAM HOLTSCLAW TRUSTEE 1.00
Director
$0 $0 $0
STEVE BOWMAN TRUSTEE 1.00
Director
$0 $0 $0
STEVE MULL TRUSTEE 1.00
Director
$0 $0 $0
THOMAS DEAL TRUSTEE 1.00
Director
$0 $0 $0
TOM GUTHRIE TRUSTEE 1.00
Director
$0 $0 $0
DR FREDERICK K WHITT TRUSTEE 1.00
Officer Director
$0 $43,357 $378,311
PETER KENDALL VP FINANCE 1.00
Officer
$0 $25,222 $193,233
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2018 $570,065 $474,496 $458,545 $95,569
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